US Stocks
U.S. stocks
- AVGOBroadcom20.5%
- GOOGLAlphabet17.6%
- AMZNAmazon16.6%
- METAMeta Platforms15.5%
- MSFTMicrosoft9.8%
- NVDANvidia6.4%
- SPGIS&P Global5.9%
- MCDMcDonald's4.9%
- APPAppLovin2.9%
Investment journal
Building an investment record, slowly and deliberately.
I record the investments I actually make and what I was thinking at the time—from purchases and holdings to sales and dividends.
A journal for keeping the reasons behind each decision, not just the numbers.
Portfolio
Portfolio
Details →
Japan Stocks
Japanese stocks
- 4063Shin-Etsu Chemical66.9%
- 5016JX Advanced Metals33.1%
Allocation uses recorded market values as of October 30, 2026 for U.S. stocks and October 30, 2026 for Japanese stocks.
Record
Records to date
Tracking since August 29, 2026
Realized P/L
Japan stocks+¥23,465
U.S. stocks+$757.77
Dividends
Japan stocks¥0
U.S. stocks$13.68
Recent Trades
Recent trades
| Trade Date | Security | Side | Quantity | Price | Amount | Realized P/L |
|---|---|---|---|---|---|---|
| 2026.10.30 | USAlphabet GOOGL | Buy | 1 | $279.00 | $279.00 | — |
| 2026.10.27 | USMeta Platforms META | Buy | 1 | $620.00 | $620.00 | — |
| 2026.10.21 | USMeta Platforms META | Buy | 1 | $655.00 | $655.00 | — |
| 2026.10.19 | USBroadcom AVGO | Buy | 1 | $336.00 | $336.00 | — |
| 2026.10.19 | USMeta Platforms META | Buy | 1 | $695.00 | $695.00 | — |
Policy
My investment policy
For U.S. stocks, focus on business quality and expected returns. Use individual Japanese stocks for swing trades in undervalued, high-quality businesses, while keeping long-term wealth building in the All Country fund.
Journal
Investment journal
October 2026, Week 5 | Investment Journal
A reflection on the fifth week of October 2026, including worries about falling AI-related stocks, hopes for a recovery, concern over politics and the U.S. midterm elections, and a wish for peace.
Read →October 2026, Week 4 | Investment Journal
A review of the fourth week of October 2026, including worries about the decline in AI-related stocks, hopes for Broadcom, and disappointment with JX Advanced Metals in Japan.
Read →October 2026, Week 3 | Investment Journal
A record of trades from the third week of October 2026, including a U.S. portfolio cleanup, concerns about AI-related stocks, Japanese stock trades, and what I am watching next week.
Read →October 2026, Week 2 | Investment Journal
A record of trades from the second week of October 2026, including changes to my U.S. and Japanese stock strategies, purchases of Meta Platforms and ITOCHU, and the names I am watching next week.
Read →This site is a personal investment record and does not recommend buying or selling any financial product. Cumulative realized gains/losses and dividends cover the period since tracking began on August 29, 2026. Portfolio values are based on the stated valuation dates.